Becky Eason is a financial planner at Rooted Planning Group. With a background in finance and a passion for helping clients navigate their financial goals, Becky brings a wealth of knowledge and expertise to her role. She has experience working with clients at various stages of life, from early career professionals to those in retirement. Becky understands the challenges of balancing competing goals and priorities and is dedicated to helping her clients create a financial plan that aligns with their unique circumstances and aspirations.
In this episode of the Money Roots podcast, Becky Eason, a financial planner at Rooted Planning Group, discusses the challenges of balancing competing goals and priorities, particularly for individuals in the early stages of their careers. Becky shares her personal experiences and provides practical advice on how to navigate financial decisions when faced with everyday expenses, short-term goals, and long-term goals. She emphasizes the importance of creating a budget, prioritizing goals, and openly communicating with partners about financial aspirations. Becky also highlights the significance of saving for retirement and offers insights on how to allocate resources effectively to achieve multiple goals simultaneously.
Listen to the full episode to gain valuable insights on how to navigate competing goals and priorities in your financial journey. Stay tuned for more episodes of the Money Roots podcast for expert advice and guidance on personal finance.
This episode is brought to you by Rooted Planning Group. Rooted Planning Group is a fee-only financial planning firm that specializes in working with women in their 30s and 40s who want to take control of their finances and plan for the future. Whether you're just starting out or you're looking to make a big change, Rooted Planning Group can help.
Visit www.rootedpg.com to learn more.
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